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ProShares Ultra Health Care

19 hedge funds and large institutions have $9.91M invested in ProShares Ultra Health Care in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $9.78M → $9.91M (+$133K)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

2.08% less ownership

Funds ownership: 22.41%20.33% (-2.1%)

5% less funds holding

Funds holding: 2019 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $246K

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
3
Closed
6
Calls
Puts
$246K
Net Calls
-$246K
Net Calls Change
-$15K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$2.42M +$2.03M +44,908 +725%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.94M +$490K +10,808 +36%
First Manhattan
3
First Manhattan
New York
$1.41M -$118K -2,600 -8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.21M +$709K +15,648 +157%
Citadel Advisors
5
Citadel Advisors
Florida
$970K -$861K -19,014 -48%
PFA
6
Plotkin Financial Advisors
Maryland
$903K -$544 -12 -0.1%
TFA
7
Toth Financial Advisory
Virginia
$421K
CIAS
8
Capital Investment Advisory Services
North Carolina
$163K +$156K +3,444 New
BCWM
9
Bartlett & Co Wealth Management
Ohio
$86.2K
BC
10
Bartlett & Co
Ohio
$86K
MCC
11
Money Concepts Capital
Florida
$63.3K +$60.7K +1,340 New
CAS
12
Coppell Advisory Solutions
Texas
$54.4K +$52.2K +1,152 New
CASC
13
Coppell Advisory Solutions Corp
Texas
$54.4K +$52.2K +1,152 New
AF
14
Allworth Financial
California
$38.6K
WB
15
Webster Bank
Connecticut
$38K
Simplex Trading
16
Simplex Trading
Illinois
$25K +$24.1K +532 New
Citigroup
17
Citigroup
New York
$15.1K
HFS
18
Hantz Financial Services
Michigan
$10K
HNB
19
Huntington National Bank
Ohio
$9.46K
Wells Fargo
20
Wells Fargo
California
$95
IMC Chicago
21
IMC Chicago
Illinois
-$2.39M -61,906 Closed
Jane Street
22
Jane Street
New York
-$700K -18,140 Closed
TRCT
23
Tower Research Capital (TRC)
New York
-$451K -11,688 Closed
OMC
24
Old Mission Capital
Illinois
-$285K -7,384 Closed
UBS Group
25
UBS Group
Switzerland
-$63K -1,642 Closed

RXL Hedge Fund Activity: Q4 2022 in Review

19 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Health Care (RXL) for Q4 2022, worth a combined $9.91M — up 1.4% from $9.78M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of RXL and 5 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 3 added.

The largest buyer was Osaic Holdings, adding an estimated $2.03M. The largest seller was IMC Chicago, exiting entirely with an estimated $2.39M sold.

  • 19 institutional investors held ProShares Ultra Health Care (RXL) as of Q4 2022, down from 20 in Q3 2022.
  • Funds reported $9.91M of ProShares Ultra Health Care stock for Q4 2022, up 1.4% quarter-over-quarter.
  • 5 funds opened new ProShares Ultra Health Care positions in Q4 2022 and 6 closed out, a net change of -1 holder.
  • The largest ProShares Ultra Health Care buyer in Q4 2022 was Osaic Holdings, an estimated $2.03M added.
  • The largest ProShares Ultra Health Care seller in Q4 2022 was IMC Chicago, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2022.